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OneDigital Investment Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

OneDigital Investment Advisors’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$628K Sell
12,455
-1,102
-8% -$70.2K 0.01% 859
2025
Q4 		$923K Sell
13,557
-496
-4% -$32.9K 0.01% 701
2025
Q3 		$940K Sell
14,053
-325
-2% -$22.8K 0.01% 675
2025
Q2 		$1.09M Buy
14,378
+118
+0.8% +$8.84K 0.01% 611
2025
Q1 		$1.17M Buy
14,260
+2,100
+17% +$165K 0.01% 554
2024
Q4 		$927K Sell
12,160
-52
-0.4% -$4.08K 0.01% 659
2024
Q3 		$1.01M Sell
12,212
-1,128
-8% -$87.9K 0.01% 652
2024
Q2 		$946K Buy
13,340
+136
+1% +$9.9K 0.01% 645
2024
Q1 		$1.01M Buy
13,204
+130
+1% +$8.83K 0.02% 505
2023
Q4 		$895K Buy
13,074
+6,129
+88% +$401K 0.02% 519
2023
Q3 		$525K Buy
6,945
+326
+5% +$27.2K 0.01% 620
2023
Q2 		$577K Sell
6,619
-263
-4% -$23.2K 0.01% 586
2023
Q1 		$573K Buy
6,882
+655
+11% +$49.9K 0.01% 568
2022
Q4 		$516K Buy
+6,227
New +$502K 0.02% 512
2017
Q4 		– Sell
-1,114
Closed -$57K – 1266
2017
Q3 		$57K Hold
1,114
– – 0.02% 355
2017
Q2 		$54K Buy
+1,114
New +$56.4K 0.02% 449

Other funds holding MKC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

OneDigital Investment Advisors's MKC Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its McCormick & Company Non-Voting (MKC) stake by 8.1% in Q1 2026, selling an estimated $70.2K and leaving 12,455 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #859.

OneDigital Investment Advisors first reported a position in MKC in Q2 2017 and has held it in 16 quarters since. The position peaked at $1.17M in Q1 2025. 955 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • OneDigital Investment Advisors held 12,455 shares of McCormick & Company Non-Voting worth $628K as of Q1 2026.
  • OneDigital Investment Advisors sold 1,102 McCormick & Company Non-Voting shares in Q1 2026, an estimated $70.2K.
  • McCormick & Company Non-Voting made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #859 holding.
  • OneDigital Investment Advisors first reported a position in McCormick & Company Non-Voting in Q2 2017 and has held it in 16 quarters since.
  • OneDigital Investment Advisors's McCormick & Company Non-Voting position peaked at $1.17M in Q1 2025.
  • 955 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.